Allworth Financial’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

Allworth Financial’s Portfolio DFEM Stock Details DFEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.1M	Buy	466,637 +126,816	+37%	+$4.5M	0.07%	183
2025 Q4	$11.2M	Buy	339,821 +40,333	+13%	+$1.32M	0.05%	223
2025 Q3	$9.6M	Buy	299,488 +59,378	+25%	+$1.83M	0.04%	215
2025 Q2	$7.13M	Sell	240,110 -82,039	-25%	-$2.26M	0.03%	258
2025 Q1	$8.55M	Buy	322,149 +46,425	+17%	+$1.23M	0.05%	194
2024 Q4	$7.24M	Buy	275,724 +266,297	+2,825%	+$7.24M	0.04%	214
2024 Q3	$265K	Buy	9,427 +5	+0.1%	+$134	﹤0.01%	733
2024 Q2	$252K	Buy	+9,422	New	+$247K	﹤0.01%	743

Other funds holding DFEM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

HBK Sorce Advisory Erie, Pennsylvania $4.9B AUM 16.64% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return